Taher Financial Planning (TFP) manages investment portfolios and provides financial planning on topics like retirement, risk management, college savings, and estate planning. TFP also offers comprehensive financial planning with ongoing access to a planner for a monthly fee. TFP uses fundamental and cyclical analysis for investment decisions and may recommend third-party money managers.
Assets Under Management$110K
Clients8
Advisors1
Avg. per Client$14K
Avg. per Advisor$110K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.95% |
| $5M+ | 0.90% |
Fees are negotiable. TFP also offers investment advisory services through third-party money managers (Betterment for Advisors) for a fee based on the value of the account: - $0 - $500,000: 0.50% - $500,000 - $1,000,000: 0.45% - $1,000,000 and Above: 0.40% This fee includes the third-party manager's fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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